Compare Schemes

Ambit IRIS vs Dezerv Strategic Holdings in Natural Elements (SHINE)

Ambit IRIS

Dezerv Strategic Holdings in Natural Elements (SHINE)

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1 Month

2.79%

8.74%

6 Months

9.21%

−3.23%

1 Year

20.66%

54.66%

3 Years

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5 Years

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Since Inception

17.57%

46.32%

Fund Age

20 mo

18 mo

AUM

₹852.64 Cr

₹186.08 Cr

Alpha – 1 Year

15.46%

47.12%

Alpha – 3 Years

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Information Ratio – 3 Years

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Volatility – 1 Year

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Volatility – 3 Years

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Beta – 1 Year

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Beta – 3 Years

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Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

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Worst Rolling Year

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Value at Worst Rolling Year

—

Deepest Drawdown

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Recovery Period

—

1-Year Rolling Windows Positive

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Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

—

Portfolio P/E

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Top 5 Holdings

Energy Infrastructure Trust · 13.47%

National Highways Infra Trust · 12.53%

Altius Telecom Infrastructure Trust · 11.29%

Vertis Infrastructure Trust · 11.16%

Cube Highways Trust · 8.77%

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Top Sectors

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Fixed Fee

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1.00% / yr

Performance Fee / Plan

—

10% of profit

Exit Load (Y1 / Y2 / Y3)

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0% / 0% / 0%

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